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OSAIC HOLDINGS, INC.: IWO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on IWO, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 101,157 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,157 shares
    Change vs previous 13F +6,938 shares

    0.05% of the 13F portfolio, value $39,883,363.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,219 shares
    Change vs previous 13F -48,578 shares

    0.04% of the 13F portfolio, value $29,584,553.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 142,797 shares
    Change vs previous 13F +56,145 shares

    0.07% of the 13F portfolio, value $46,152,423.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 86,652 shares
    Change vs previous 13F +21,949 shares

    0.04% of the 13F portfolio, value $27,328,878.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 64,703 shares
    Change vs previous 13F +7,351 shares

    0.03% of the 13F portfolio, value $18,481,182.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,352 shares
    Change vs previous 13F -7,846 shares

    0.03% of the 13F portfolio, value $14,673,000.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 65,198 shares
    Change vs previous 13F +7,252 shares

    0.04% of the 13F portfolio, value $18,781,515.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,946 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,472,779.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).